Curran Financial Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Curran Financial Partners’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230K	Sell	8,866 -469	-5%	-$14.9K	0.03%	127
2026 Q1	$280K	Buy	9,335 +1,054	+13%	+$35.6K	0.05%	106
2025 Q4	$321K	Buy	8,281 +1,236	+18%	+$54.8K	0.06%	101
2025 Q3	$357K	Buy	7,045 +1,956	+38%	+$99.2K	0.07%	102
2025 Q2	$243K	Buy	+5,089	New	+$222K	0.05%	108
2025 Q1	–	Sell	-4,980	Closed	-$209K	–	108
2024 Q4	$209K	Buy	4,980 +1,829	+58%	+$67.3K	0.05%	95
2024 Q3	$88.7K	Buy	+3,151	New	+$84K	0.03%	90

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Curran Financial Partners's BTC Position: Q2 2026 in Review

Curran Financial Partners reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 5% in Q2 2026, selling an estimated $14.9K and leaving 8,866 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #127.

Curran Financial Partners first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $357K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Curran Financial Partners held 8,866 shares of Grayscale Bitcoin Mini Trust ETF worth $230K as of Q2 2026.
Curran Financial Partners sold 469 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $14.9K.
Grayscale Bitcoin Mini Trust ETF made up 0.03% of Curran Financial Partners's portfolio in Q2 2026, its #127 holding.
Curran Financial Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
Curran Financial Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $357K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.